2023 Form 5500 filing — Bortek Industries, Inc Employee Benefit Plan
Plain-English filing summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20241014141727NAL0044843184001) for Bortek Industries, Inc Employee Benefit Plan, reported by Bortek Industries, Inc under EIN 23-1730931 and plan number 501. It reports 37 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials), Schedule C (service provider compensation).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)-$268.1KReported net assets-$268,087
Participants37
Provider compensation$35.4K4 Schedule C row(s)$35,360
Schedules filedSchedule I, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241014141727NAL0044843184001
- Plan sponsor
- Bortek Industries, Inc
- EIN
- 23-1730931
- Plan number
- 501
- Location
- Mechanicsburg, PA
- Received date
- not reported in the loaded dataset
Schedule I · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$297.4K total assets
Net assets-$268.1KLiabilities$565.5K
Full reported line items
- Total assets (EOY)
- $297,369
- Total liabilities (EOY)
- $565,456
- Net assets (EOY)
- -$268,087
- Employer contributions
- $580,991
- Participant contributions
- $274,181
- Total income / additions
- $856,524
- Benefits paid
- $746,676
- Administrative expenses
- $3,582
- Total expenses
- $1,277,001
- Net increase / (decrease)
- -$420,477
Schedule C
Reported service provider compensation
Compensation reported on the 2023 filing, ranked by reported total.
- 1
- 2
- 3
- 4